Gensphere Private Wealth, LLC

Overview

Gensphere Private Wealth, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients with financial planning and discretionary portfolio management geared toward individuals and small businesses. Its fee model combines a percentage-of-AUM schedule with fixed-fee engagements. Gensphere does not market itself as an ESG investor, does not act as a capital allocator, and is not described as a multi-state or pension consultant adviser.

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Location & Offices